Mowery & Schoenfeld Wealth Management, LLC Dimensional ETF Tr Call Options Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$63.3 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAX

# of Institutions

512

Shares Held

221M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$279 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$226 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$186 Million
0.09% of portfolio
Geometric Wealth Advisors

7.2M
Shares

$179 Million
37.5% of portfolio
Commonwealth Equity Services, LLC

5.7M
Shares

$142 Million
0.23% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFAX

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